Jul. 11 at 2:51 PM
$TSLA $LYFT $UBER
Lyft and Uber revolutionized ride-sharing, but at their core, they’re apps connecting drivers and riders—no proprietary tech sets them apart. Their platforms rely on standard mapping, payment processing, and matching algorithms, which are replicable. Autonomous vehicle companies like Tesla, with advanced self-driving tech, could easily disrupt this model. Tesla’s Full Self-Driving (FSD) system, paired with a ride-hailing app (already in development), eliminates the need for human drivers, slashing costs. Without unique tech moats, Lyft and Uber face a real risk of being outpaced by autonomous innovators.